PocketSmith Sidekick

PocketSmith Sidekick

The PocketSmith companion app

53 ratings
127 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • November 16, 2016
  • October 6, 2026

Features

PocketSmith Sidekick screenshot #1 for iPhone
PocketSmith Sidekick screenshot #2 for iPhone
PocketSmith Sidekick screenshot #3 for iPhone
PocketSmith Sidekick screenshot #4 for iPhone
PocketSmith Sidekick screenshot #5 for iPhone
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About

Manage your finances on the go with this companion app. Track spending, view account balances, and categorize transactions from your bank, credit card, and investments. Organize financial documents and customize your dashboard for personalized insights.

βœ“Track spending activity
βœ“View and categorize transactions
βœ“Add notes and labels to transactions
βœ“View all account balances
βœ“Organize financial documents
βœ“Customize mobile dashboard
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What users say

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+1

What's New in PocketSmith Sidekick

5.0.0

October 6, 2026

Date range selectors on Budget tab, featuring the same toggles and controls as the web application.

2

Subscriptions & In-App Purchases

Premium

- Live bank feeds - Automatic and manual transaction importing - Automatic categorization - Unlimited budgets - 10 accounts - 10 years' projection

$10.991 Month
How to cancel PocketSmith Sidekick subscription ⁉️

User reviews

Sign-in Needs More Work

The mobile app doesn’t support Google sign-in option that the website does. πŸ˜”

Difficult to use and hard to unsubscribe

I found this almost impossible to use as it doesn’t recognise your manual categorisations and apply them to other similar payments. So our transactions between accounts had to be manually categorised. The subscription also doesn’t appear in my Apple subscriptions and there seems to be no easy way to unsubscribe in the app, which feels dishonest and tricky.
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Really time consuming

Not an easy use app. Really fiddly and annoying. Absolute time consumer. Definitely not for the everyday person who wants to set budgets and have an easy categorising tool. The categorising itself every week takes ages and the budgeting tool - you spend ages fiddling and correcting. Not for me.

Hope the free version can connect to the bank in the future

Very easy to use but the UX is nice but UI is not the simplest. I hope I can see the past months spends, now I can only see past one month’s. And I hope in the future the free version can allow us to connect our bank account. Also I’d very much like to change the user named not the display name

Time for competition

Such a disappointing platform.

User experience

🐞

Reported Bugs

5 issues

Transactions not syncing properly

Bug

Duplicate transactions appearing

Bug

Categorization issues and inconsistencies

Bug

App crashes and freezes

Bug

Incompatibility with certain bank accounts

Bug
✨

Requested Features

5 requests

Google login option

Feature

Ability to manually add transactions

Feature

Custom date ranges for budgets

Feature

Receipt scanning and attachment

Feature

More detailed transaction history and reporting

Feature

FAQ

What is PocketSmith Sidekick?

PocketSmith Sidekick is a mobile application designed to complement the PocketSmith web service. It allows users to manage their budgets, check account balances, and review spending activity directly from their smartphone or tablet.

Do I need a PocketSmith account to use PocketSmith Sidekick?

Yes, a PocketSmith web account is required to use the PocketSmith Sidekick mobile app. You can learn more and sign up for an account on the official PocketSmith website.

What are the subscription plans for PocketSmith?

PocketSmith offers two main subscription plans: Premium, which costs $14.49 monthly and includes features like bank feeds and 10 accounts, and Super, which costs $28.49 monthly and offers unlimited accounts and a 30-year projection. Prices may vary by location.

How does PocketSmith Sidekick handle transaction categorization?

PocketSmith Sidekick allows you to view, categorize, and edit your transactions on the go. You can also add notes and labels to your spending to help record your memories and gain better insights.

Can I attach documents to transactions in PocketSmith Sidekick?

Yes, you can organize household documents such as receipts and warranties by attaching them as images and documents directly to your transactions within the app.

What devices is PocketSmith Sidekick available on?

PocketSmith Sidekick is available on iPhone, iPad, and iPod. It is designed for iOS devices.

Does PocketSmith Sidekick have ads?

Yes, PocketSmith Sidekick contains advertisements. As a free app with in-app purchases, it utilizes ads to support its operation.

How often is PocketSmith Sidekick updated?

The latest version of PocketSmith Sidekick is 4.0.6, and it was last updated on May 5, 2026. The developers are continuously improving the app to help users make better money decisions.